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Sowell Financial Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Sowell Financial Services’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,072
Closed -$167K – 1639
2021
Q1 		$167K Buy
2,072
+53
+3% +$4.08K 0.01% 1145
2020
Q4 		$154K Sell
2,019
-1,098
-35% -$80.8K 0.01% 961
2020
Q3 		$224K Buy
3,117
+200
+7% +$14.3K 0.01% 692
2020
Q2 		$201K Buy
2,917
+500
+21% +$33.8K 0.01% 722
2020
Q1 		$147K Buy
2,417
+445
+23% +$29.3K 0.01% 739
2019
Q4 		$136K Hold
1,972
– – 0.01% 824
2019
Q3 		$120K Buy
+1,972
New +$121K 0.01% 780
2019
Q1 		– Sell
-11,889
Closed -$674K – 582
2018
Q4 		$674K Buy
+11,889
New +$711K 0.1% 222

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sowell Financial Services's IXJ Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Global Healthcare ETF (IXJ) in Q2 2021, closing a stake of 2,072 shares — an estimated $167K sold.

Sowell Financial Services first reported a position in IXJ in Q4 2018 and held it in 8 quarters. The position peaked at $674K in Q4 2018. 212 funds tracked by Wall St. Rank hold IXJ as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares Global Healthcare ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,072 iShares Global Healthcare ETF shares in Q2 2021, an estimated $167K.
  • Sowell Financial Services first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 8 quarters.
  • Sowell Financial Services's iShares Global Healthcare ETF position peaked at $674K in Q4 2018.
  • 212 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.